Current Value of Holding

$1.19 Million

Shares

14.8 Thousand

% of Portfolio

0.00%

Average Buy Price

$66.1

Avg closing price
Price range

22 Jim Simons WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund Trades

Jim Simons's position in WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund is currently worth $1.19 Million. That's 0.00% of their equity portfolio (2143rd largest holding). The investor owns 2.02% of the outstanding WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund stock. The first WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund trade was made in Q1 2018. Since then Jim Simons bought shares ten more times and sold shares on eleven occasions. The stake costed the investor $978 Thousand, netting the investor a gain of 21% so far.

Avg closing price
Price range
Sold 0.7% shares (-100 shares) Q1 2025
Avg closing price $79.78
Price range $76.77 - $82.22
Sold 2.6% shares (-400 shares) Q4 2024
Avg closing price $79.76
Price range $77.68 - $82.11
Increased shares by 21.4% (+2.7 Thousand shares) Q3 2024
Avg closing price $75.46
Price range $71.86 - $78.56
Sold 65.9% shares (-24.4 Thousand shares) Q2 2024
Avg closing price $71.16
Price range $68.68 - $73.31
Increased shares by 80.5% (+16.5 Thousand shares) Q1 2024
Avg closing price $68.66
Price range $65.84 - $72.19
Increased shares by 45.4% (+6.4 Thousand shares) Q4 2023
Avg closing price $62.83
Price range $58.89 - $66.53
Increased shares by 56.7% (+5.1 Thousand shares) Q3 2023
Avg closing price $63.81
Price range $61.47 - $65.66
New holding (+9 Thousand shares) Q2 2023
Avg closing price $62.04
Price range $60.35 - $63.60
Sold -5.7 Thousand shares Q4 2022
Avg closing price $61.04
Price range $55.78 - $64.63
New holding (+5.7 Thousand shares) Q3 2022
Avg closing price $60.63
Price range $55.26 - $64.34
Sold -7.2 Thousand shares Q2 2022
Avg closing price $62.87
Price range $57.22 - $66.91
Sold 60.9% shares (-11.2 Thousand shares) Q1 2022
Avg closing price $64.75
Price range $62.31 - $66.73
New holding (+18.4 Thousand shares) Q4 2021
Avg closing price $63.24
Price range $59.87 - $66.15
Sold -7.6 Thousand shares Q1 2021
Avg closing price $54.99
Price range $53.02 - $57.62
New holding (+7.6 Thousand shares) Q4 2020
Avg closing price $51.19
Price range $46.78 - $53.75
Sold -10.4 Thousand shares Q1 2020
Avg closing price $48.97
Price range $34.66 - $54.17
Increased shares by 116.7% (+5.6 Thousand shares) Q4 2019
Avg closing price $50.96
Price range $47.98 - $53.04
Sold 29.4% shares (-2 Thousand shares) Q3 2019
Avg closing price $48.73
Price range $46.84 - $49.83
New holding (+6.8 Thousand shares) Q2 2019
Avg closing price $47.70
Price range $45.42 - $48.76
Sold -5.4 Thousand shares Q4 2018
Avg closing price $45.28
Price range $39.84 - $48.03

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